Affordable gift plans

  • Bequest
    You designate Shell Point Retirement Community as the beneficiary of your asset by will, trust or other instrument.
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  • Life Estate Reserved
    You may desire to leave your home or farm to Shell Point Retirement Community at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need.
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  • Gifts of Stocks and Bonds
    A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
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  • Gifts of Real Estate
    A gift of your real property (such as your home, vacation property, vacant land, farmland/ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to Shell Point Retirement Community.
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  • Gifts of Retirement Assets
    A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help Shell Point Retirement Community fulfill their mission.
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  • Gift of Insurance
    A gift of your life insurance policy is an excellent way to make a gift to Shell Point Retirement Community. If your life insurance policy is no longer needed or will no longer benefit your survivors consider a gift and help further the mission of Shell Point Retirement Community.
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Gifts that give back to you

  • Charitable Gift Annuity
    The Legacy Foundation gift annuities are issued through a partnership with The Orchard Foundation or Southwest Florida Community Foundation. You transfer your cash or appreciated property to the respective foundation in exchange for a partial income tax deduction and a lifetime stream of income.
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  • Charitable Unitrust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Annuity Trust
    You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Sale and Unitrust
    If you give a portion of your property to Shell Point Retirement Community to fund a charitable remainder trust, when the entire property sells you receive cash and income for life.
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  • Bargain Sale
    Shell Point Retirement Community purchases your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
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Gifts that safeguard your assets

  • Charitable Lead Trust
    You transfer your cash or property to fund a lead trust that makes gifts to Shell Point Retirement Community for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
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  • Give it Twice Trust
    You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
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